To find Constituent records that are linked:
Your Raiser’s Edge and Luminate Online integration uses the Alias field of Raiser’s Edge to store the member ID from Luminate Online. This information can be used to search for Luminate Online records in Raiser’s Edge and can also provide an easy way to determine if a record is integrated between Raiser’s Edge and Luminate Online.

On the record:
  1. Click on the Alias button on the Bio 1 tab
  2. Look for the Luminate ID Alias Type – this Alias holds the Luminate Online Constituent ID
 
To search for specific Luminate Online Constituent ID’s:
 
  1. In The Raiser’s Edge, click Open a Constituent
  2. Enter the Luminate Online Constituent ID in the Last/Org name field
  3. Mark Check Aliases at the bottom
  4. Click Search
 
In Query:
 
  1. Create a new Constituent query
  2. On the criteria tab, select Aliases > Alias Type equals Luminate ID
  3. Click Run now
 
This query with no output will display the total number of records in Raiser’s Edge that are linked between the two systems. You may add fields to the Output tab to display in the Results as well. This query can be saved and used for reporting, mailing and other segmentations targeting records that exist in both Raiser’s Edge and Luminate Online.


To find Gift records that came from Luminate Online:

Gift Attributes are added to all gifts downloaded from Luminate Online, including information like the Donation form name, the Luminate Gift ID, and the Luminate Online donation type.
 
On the record:
  1. Open the Gift record
  2. Access the Attributes tab on the Gift record to view this information.
     
In Query:
  1. Create a new Gift query
  2. On the Criteria tab, select Attributes > Specific Attributes > Luminate Online Gift ID > Luminate Online Gift ID Description not blank
  3. Click Run Now
 
This query, with no output, will display the total number of gifts in Raiser’s Edge that are linked between the two systems. You may add fields to the Output tab to display in the Results as well. This query can be saved and used for reporting, mailing and other gift segmentations targeting gift records that were downloaded from Luminate Online.